Bluestem Financial Advisors, LLC Top Holdings and 13F Report (2025) About Bluestem Financial Advisors, LLCInvestment ActivityBluestem Financial Advisors, LLC has $255.54 million in total holdings as of September 30, 2025.Bluestem Financial Advisors, LLC owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.60% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Bluestem Financial Advisors, LLC has purchased 29 new stocks and bought additional shares in 11 stocks.Bluestem Financial Advisors, LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $54,945,399iShares Core S&P 500 ETF $54,123,888Vanguard Small-Cap ETF $30,779,435Vanguard FTSE All-World ex-US ETF $30,596,100Vanguard Real Estate ETF $14,223,072 Largest Purchases this Quarter Vanguard Total Bond Market ETF 105,000 shares (about $7.81M)Vanguard Small-Cap ETF 4,091 shares (about $1.04M)Vanguard FTSE All-World ex-US ETF 14,571 shares (about $1.04M)iShares Core S&P 500 ETF 1,383 shares (about $925.92K)Vanguard Real Estate ETF 8,412 shares (about $769.03K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 6,516 shares (about $653.22K)Vanguard FTSE Developed Markets ETF 2,655 shares (about $159.09K)Vanguard Short-Term Bond ETF 1,668 shares (about $131.62K)Vanguard ESG International Stock ETF 1,636 shares (about $113.49K)Xtrackers MSCI USA Selection Equity ETF 1,343 shares (about $82.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBluestem Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$54,945,399$7,808,854 ▲16.6%738,81121.5%ETFIVViShares Core S&P 500 ETF$54,123,888$925,921 ▲1.7%80,84221.2%ETFVBVanguard Small-Cap ETF$30,779,435$1,040,263 ▲3.5%121,04512.0%ETFVEUVanguard FTSE All-World ex-US ETF$30,596,100$1,039,932 ▲3.5%428,69712.0%ETFVNQVanguard Real Estate ETF$14,223,072$769,027 ▲5.7%155,5795.6%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$6,725,666$82,996 ▲1.2%140,0312.6%ETFBSVVanguard Short-Term Bond ETF$6,466,231$131,622 ▼-2.0%81,9442.5%ETFSUSLiShares ESG MSCI USA Leaders ETF$5,755,840$45,179 ▼-0.8%49,1772.3%ManufacturingVEAVanguard FTSE Developed Markets ETF$5,342,238$159,088 ▼-2.9%89,1562.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$5,145,579$30,281 ▼-0.6%105,3562.0%ManufacturingVTIVanguard Total Stock Market ETF$4,987,791$14,111 ▼-0.3%15,1992.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,505,997$653,223 ▼-12.7%44,9481.8%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$4,392,305$43,818 ▲1.0%97,4341.7%ETFVSGXVanguard ESG International Stock ETF$3,990,110$113,490 ▼-2.8%57,5191.6%ETFSPLGSPDR Portfolio S&P 500 ETF$3,959,726$2,115 ▲0.1%50,5451.5%ETFVOOVanguard S&P 500 ETF$3,225,102$1,225 ▲0.0%5,2671.3%ETFIJRiShares Core S&P Small-Cap ETF$2,963,230$20,201 ▼-0.7%24,9371.2%ETFVVVanguard Large-Cap ETF$2,559,276$18,164 ▼-0.7%8,3131.0%ETFVXUSVanguard Total International Stock ETF$2,491,402$68,759 ▼-2.7%33,9151.0%ETFSCHASchwab US Small-Cap ETF$2,252,840$9,123 ▼-0.4%80,7470.9%ETFSUSAiShares MSCI USA ESG Select ETF$1,425,3030.0%10,5070.6%ETFVOVanguard Mid-Cap ETF$1,121,878$32,608 ▼-2.8%3,8190.4%ETFMSFTMicrosoft$908,948$58,007 ▼-6.0%1,7550.4%Computer and TechnologyAAPLApple$623,1190.0%2,4470.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$570,250$31,977 ▼-5.3%8560.2%FinanceSCHHSchwab U.S. REIT ETF$531,634$40,293 ▲8.2%24,6470.2%ETFESGVVanguard ESG U.S. Stock ETF$337,007$118 ▲0.0%2,8450.1%ETFIJHiShares Core S&P Mid-Cap ETF$327,2080.0%5,0140.1%ETFUSSGXtrackers MSCI USA Selection Equity ETF$262,863$82,386 ▼-23.9%4,2850.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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